James Pearson is a registered investment advisor at Leonard Investment Advisors INC., based in Oklahoma City, OK, with 12 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 106 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Leonard Investment Advisors offers several investment management programs. Fees vary depending on the program and the amount of your assets.
Portfolio Investment Management Services Program (Primary Fee Schedule) and Managed Portfolio Program (Large Cap Core and All Cap Aggressive):
- First $100,000: 2.00% per year
- Next $400,000: 1.75% per year
- Next $500,000: 1.50% per year
- Over $1,000,000: 1.25% per year
Portfolio Investment Management Services Program (Grandfathered Fee Schedule) and Mutual Fund Investment Program:
- $25,000 - $100,000: 2.00% per year
- $100,001 - $500,000: 1.50% per year
- $500,001 - $2,000,000: 1.25% per year
- $2,000,001 - $5,000,000: 1.00% per year
- $5,000,001 - $10,000,000: 0.75% per year
- Over $10,000,001: Negotiable
Location
1900 N W Expressway, Suite 1450, Oklahoma City, OK, 73118-1812
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is a passive investor (17% owner) in Toroverde Farms LLC, a medical marijuana grow facility, since January 2020. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Leonard Investment Advisors INC.
Previous Registrations
B.B. Graham & Company, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Bok Financial Advisors
Bosc, INC.Broker
Arvest Asset Management
Arvest Asset ManagementBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.